Manage Clients
A client is the school, kindergarten, club or company you photograph for. Every photo job belongs to exactly one client. Name and address appear on cards, consent forms and in the job list.
Overview
Under Clients you find all partners with type, address and contact person.
- 1Add client opens the form.
- 2Search by name, city or email.
- 3Table: client, type, address, contact, created, actions (edit, delete).
Create a client
Three sections. Only the name is required, the address is recommended for cards and consent forms.
- 1Name as it appears in the job list and on cards.
- 2Type: school, kindergarten / daycare, sports club, company, private customer, other.
- 3Country first. The address fields below adapt to the country.
- 4Contact person with email and phone for your arrangements.
General information
Name and type. The type is a classification for you and changes no functions. The terms in the job (class, group, team) come from the job type of the event.
Address
Country, street and house number, postcode, city, state or canton, optional addition. Appears in the consent form and as client on cards.
Contact person
First name, last name, email, phone. Visible only to you. Parents are not contacted through it.
No separate access
Clients have no portal and no login. They receive photos and galleries via access codes like everyone else.
Shortcut in the event wizard
In the Create photo job wizard you can create the client directly without leaving the page. Click “Create new” in the client field.
